Another quarter of consistent growth for Johnson & Johnson (NYSE:JNJ)'s esketamine nasal spray Spravato bodes well for other psychedelics, analysts at Jefferies believe. They see consistent quarter-over-quarter Spravato sales growth supporting the notion psychedelics can become commercially viable in mental health.
Johnson & Johnson (NYSE:JNJ ) Q1 2025 Earnings Conference Call April 15, 2025 8:30 AM ET Company Participants Jessica Moore - Vice President, Investor Relations Joaquin Duato - Chairman and Chief Executive Officer John Reed - EVP, Innovative Medicine, R&D Joseph Wolk - EVP, Chief Financial Officer Jennifer Taubert - EVP, Worldwide Chairman, Innovative Medicine Tim Schmid - EVP, Worldwide Chairman, MedTech Conference Call Participants Lawrence Biegelsen - Wells Fargo Chris Schott - JPMorgan Asad Haider - Goldman Sachs Danielle Antalffy - UBS Terence Flynn - Morgan Stanley Joanne Wuensch - Citibank Vamil Divan - Guggenheim Securities Matt Miksic - Barclays Tim Anderson - Bank of America Operator Good morning, and welcome to Johnson & Johnson's First Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode until the question-and-answer session of the conference.
J&J beats first-quarter earnings and sales estimates. It raises sales guidance for 2025 to reflect the addition of Caplyta from the Intra-Cellular acquisition.
Johnson & Johnson's Q1 2025 earnings show a 2.4% sales increase and a significant EPS rise, despite litigation charges impacting GAAP figures. The MedTech division grew 4.1%, driven by acquisitions, while Pharmaceuticals saw a 4.2% increase, despite challenges like Stelara's patent expiry. JNJ raised its full-year revenue guidance and increased its dividend, reflecting confidence in long-term growth despite short-term litigation and tariff uncertainties.
While the top- and bottom-line numbers for Johnson & Johnson (JNJ) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Johnson & Johnson (NYSE:JNJ) reported its first quarter earnings, with both revenue and profit beating Wall Street expectations driven by strong sales in its oncology portfolio, especially the multiple myeloma drug Darzalex. Revenue was up 2.4% year-over-year at $21.89 billion, ahead of estimates of $21.56 billion.
Johnson & Johnson beat Wall Street's expectations for first-quarter profit and revenue on Tuesday, as strong growth in the U.S. offset weakness internationally.
Johnson & Johnson (JNJ) on Tuesday reported better-than-expected first-quarter results and lifted its sales forecast for the full year.
Johnson & Johnson now expects sales of up to $91.8 billion in 2025, compared with a prior view of up to $90 billion.
Johnson & Johnson offers stability and limited downside risk, making it a solid investment in volatile markets, despite not being a high-growth stock. The company's fiscal 2024 results showed moderate growth in sales and earnings, with notable performance in the oncology and cardiovascular segments. Analysts expect low-to-mid single-digit growth for Johnson & Johnson, with a focus on operational efficiency and share buybacks to boost the bottom line.
Evaluate the expected performance of Johnson & Johnson (JNJ) for the quarter ended March 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Potential tariffs on pharmaceuticals under the Trump administration would take more time to have an impact on the sector than investors may realize, analysts at Bank of America believe. US president Donald Trump said on Tuesday that the country would soon be announcing a “major tariff” on pharmaceuticals with the aim of onshoring drug manufacturing.